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Team 2017-10-19T16:55:28+00:00

We are a seasoned team with diverse backgrounds that has deployed over six billion dollars through making hundreds of private market investments as well as monitoring thousands of related transactions.

Donald Phillips
Donald PhillipsChairman and CEO
Tom Thompson
Tom ThompsonSenior Managing Director
Gregory Oberholtzer
Gregory OberholtzerSenior Managing Director
Celia Chapman
Celia ChapmanSenior Managing Director
J.F. Berry
J.F. BerryManaging Director
Traci Breen
Traci BreenChief Financial Officer
James Meynard
James MeynardSenior Risk Manager
Bijal Shah
Bijal ShahPrincipal
Stanley Xu
Stanley XuSenior Vice President
Ryan Phillips
Ryan PhillipsVice President
Eric Griffin
Eric GriffinVice President
Eric Assouad
Eric AssouadVice President
Nick Su
Nick SuVice President
Allan Amico
Allan AmicoVice President
Dan Korybalski
Dan KorybalskiAssociate
Jennifer Coons
Jennifer CoonsAssociate
Dena Mosiello
Dena MosielloAssociate
Charlie Mowry
Charlie MowryController
Josephine Mendoza
Josephine MendozaFund Controller
Ashley Slota
Ashley SlotaTax Partnership Accountant
Caroline Berger
Caroline BergerPartnership Accountant
Taylor Poland
Taylor PolandParalegal & Compliance Analyst